Helping Tax Professionals Start & Scale A Service Bureau
THE SECRET BUSINESS WITHIN THE TAX INDUSTRY
What Is A Service Bureau?
A Tax Service Bureau is a business model within the tax preparation industry that allows you to provide your own custom branded software to other tax professionals. Typically Service Bureaus offer other services such as technical support, customer service, and bank onboarding to those who enroll with their software.
If you’re already a tax professional and paying for tax software, you could be leaving thousands of dollars on the table each year by not controlling your own software and the fees associated with it.
THE MOST LUCRATIVE BUSINESS MODEL WITHIN THE INDUSTRY
How Do Service Bureaus Make Money?
Becoming a Service Bureau is one of the most lucrative business models within the industry as it provides you with multiple streams of revenue and the ability to increase your revenue in the off season. Below are the most common ways that Service Bureaus make money.
Service Bureau Fees
The primary focus and revenue generator for your Service Bureau is through Bank Products funded through your Service Bureau. Every Bank Product that is funded through your software provides you what’s called a “Service Bureau Fee”, this is paid by the customer and that fee goes directly to you as the Service Bureau and is paid in real time. You have the ability to set this fee to whatever you like (up to it’s limit of $99).
Service Bureau Fees
The primary focus and revenue generator for your Service Bureau is through Bank Products funded through your Service Bureau. Every Bank Product that is funded through your software provides you what’s called a “Service Bureau Fee”, this is paid by the customer and that fee goes directly to you as the Service Bureau and is paid in real time. You have the ability to set this fee to whatever you like (up to it’s limit of $99).
Up Front Revenue
This is revenue you’ll collect immediately from selling your “Service Bureau Packages”. This could be anything from just selling a single software license to another Tax Professional, or creating a Tax Academy you sell which provides everyone who enrolls access to your software. We provide multiple training and resources on the best practices and methods you can use to collect revenue immediately as a Service Bureau.
Additional Fees
In addition to Service Bureau Fees, you may also leverage other fees that are paid by the customer, such as Technology & Transmission Fees, Service Bank Fees, Audit Protection Fees, and Addon-Fees. We provide in depth training on how to best add these fees to your Service Bureau, and they are paid out to you generally the first week of July.
Renewal Revenue
Once you’ve sold someone your software, you can determine if you’d like to charge them annually for it (we recommend you do!). That means if you were to go sell your Software to 10 people, and charge them a $1,000 renewal fee, you could collect $10,000 the following year without needing to go make any new additional sales.
The One And Only Program To Help You Start & Scale Your Service Bureau
What Is The Service Bureau Accelerator Program?
The Service Bureau Accelerator program was designed for both those who are just starting out, or those who have an existing Service Bureau and are looking to scale. As one of the largest Service Bureaus in the world ourselves, we know exactly what is required for you to find success as a Service Bureau as demonstrated by the countless testimonials we have received from our growing community!
White Glove Service
Bureau Onboarding
Upon enrolling, our dedicated support representative will help you with logins, onboarding, and schedule a kick-off call.
Software Branding
& Logo Design
We’ll design a new logo, brand guide, and social media templates for your Custom Branded Software.
Service Bureau
Setup & Buildout
Sit back and relax as our team handles the branding, setup, and preparation of your Service Bureau & software.
Service Bureau Operations
& Software Training
Our on-demand video training platform equips you with essential knowledge to operate your Service Bureau.
Platinum Software
Tech Support Package
Our program offers a dedicated phone number on your software for you and all your users to call and receive technical support.
7 Figure Service
Bureau Playbook
Our program offers exclusive proven strategies for scaling Service Bureaus to 6 and 7 figures; unmatched in the industry.
Marketing Mastery
Training
Learn to sell your Service Bureau Package and target the right audience with 11 strategies, including Facebook ads.
Tax Nitro Exclusive
Marketing Package
We’ve partnered with Tax Nitro to provide an exclusive Service Bureau Package, equipping you with all the marketing tools you need.
Software Value
Asset Package
Enroll with Tax Nitro and access bonus trainings, resources, and strategies to deliver value to your new software customers.
Bulletproof Sales
Strategies & Training
Our training helps you create a unique selling proposition to stand out in the market with your Service Bureau Offers.
Unlimited Software
Licenses
Our program offers unlimited software licenses, meaning you can sell to numerous clients without any extra charge to you.
Dedicated Support
Channels
We provide comprehensive assistance beyond tech support, covering all aspects of your business through our various channels.
Accelerator Coaching Calls
Get access to live interactive coaching calls, offering real-time strategies and training on all aspects of our program.
Private Facebook
Group
Join our exclusive Facebook Group of 500+ Tax Pros building Service Bureaus, where we share wins, strategies, and support.
Keep 100% Of Your Fees & No Yearly Fee!
Pay a one-time fee instead of yearly for your software and keep 100% of your Service Bureau, Preparation, and SB Fees!
REAL PEOPLE – REAL RESULTS
What Our Students Have To Say
leighsa
“If you don’t join, I wouldn’t understand why. This is one of the best deals. I was like, are you sure that’s only the cost for me to get in here, cause you offer a lot! It’s opened my eyes to a whole nother level of business that I personally did not think I could touch prior to getting with you all.”
shakarra
“I think I made about $40,000 before Tax Season even started just selling my Software, and it wasn’t about price, it was about the value, and I was able to offer that value because the Service Bureau Accelerator taught me how to offer value.”
liza
“It’s one of the easiest ways to make money in the Tax Industry without working so hard, physically putting hours and stress into it! It’s a no-brainer! It’s a lot easier than doing taxes and it’s less headaches, less phone calls…why wouldn’t anyone wanna do this?
jose
“I changed nothing else about my business. My marketing was the same, the procedures were the same, the employees were the same, they were trained the same, I had the same amount of clientele, and I profited an additional $102,000 and change.”
tahkia
“The training aspects are definitely top tier! A lot of other training programs and mentorship programs leave you once you sign up, but with you guys, it was like you were literally holding our hand.”
TAY
“Joining was the best decision I’ve ever made. This is going to generate income that I had been leaving on the table for someone else to take, and nobody told me about it. In my particular case, almost $50,000!”
dive into the wolrd of service bureaus with our informative posts
The Latest From The Blog
What Are Your Options For Becoming A Service Bureau
Are you considering starting your own Service Bureau but are unsure of the options available? In this post, we’ll break down the various paths you can take and the costs, advantages, and disadvantages associated with each of them. Software Direct: If you choose to go...
Get Ready to
Boost Your Business
with the Service Bureau Accelerator Podcast
Get Ready to
Boost Your Business
with the Service Bureau Accelerator Podcast